MyPlanIQ 401k Investor Guidline 401k General Plan

Guidline 401k General Plan

This Plan is unrated.
Investment Options
Total Available Funds: 41
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
REAL ESTATE DFREX DFA Real Estate Securities I
US Real Estate VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend DFALX DFA Large Cap International I
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Utilities VUIAX Vanguard Utilities Index Adm
Equity Energy VENAX Vanguard Energy Index Adm
Communications VTCAX Vanguard Telecom Services Index Adm
Total Available Funds: 41
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
REAL ESTATE DFREX DFA Real Estate Securities I
US Real Estate VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend DFALX DFA Large Cap International I
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Utilities VUIAX Vanguard Utilities Index Adm
Equity Energy VENAX Vanguard Energy Index Adm
Communications VTCAX Vanguard Telecom Services Index Adm
Natural Resources VMIAX Vanguard Materials Index Adm
Health VHCIX Vanguard Health Care Index Adm
Technology VITAX Vanguard Information Technology Idx Adm
Financial VFAIX Vanguard Financials Index Adm
Industrials VINAX Vanguard Industrials Index Adm
ROOT CASH VMFXX
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Intermediate Government VFIJX Vanguard GNMA Adm
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
Intermediate-Term Bond DFTEX DFA Intermediate-Term Extnd Qlty Instl
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal
WORLD BOND DWFIX DFA World ex US Government Fxd Inc Instl
Short-Term Bond VSCSX Vanguard Short-Term Corp Bd Idx Signal
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
Inflation-Protected Bond VTAPX Vanguard Short-Term Inflation-Protected Securities Index
US EQUITY
LARGE VALUE VEIRX Vanguard Equity-Income Adm
LARGE GROWTH VIGAX Vanguard Growth Index Adm
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Adm
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Inv
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier
LARGE BLEND VFTAX Vanguard FTSE Social Index Admiral
Total Available Funds: 41
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities 79% 1 60 0 0.22% 3.4%
REAL ESTATE DFREX DFA Real Estate Securities I 72% 1 60 0 0.18% 3.25%
US Real Estate VGSLX Vanguard REIT Index Adm 51% 1 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm 66% 1 60 0 0.08% 3.53%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 98% 1 60 0 0.05% 3.09%
Foreign Large Blend DFALX DFA Large Cap International I 88% 1 60 0 0.17% 3.33%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 29% 1 60 0 0.07% 3.3%
Others
Utilities VUIAX Vanguard Utilities Index Adm 65% 1 60 0 0.1% 2.51%
Equity Energy VENAX Vanguard Energy Index Adm 65% 1 60 0 0.1% 2.42%
Communications VTCAX Vanguard Telecom Services Index Adm 61% 1 60 0 0.1% 0.95%
Natural Resources VMIAX Vanguard Materials Index Adm 60% 1 60 0 0.1% 1.69%
Health VHCIX Vanguard Health Care Index Adm 59% 1 60 0 0.1% 1.28%
Technology VITAX Vanguard Information Technology Idx Adm 57% 1 60 0 0.1% 0.48%
Financial VFAIX Vanguard Financials Index Adm 54% 1 60 0 0.1% 1.5%
Industrials VINAX Vanguard Industrials Index Adm 50% 1 60 0 0.1% 0.9%
ROOT CASH VMFXX 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 94% 1 60 0 0.15% 3.25%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 1 60 0 0.07% 4.34%
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 90% 1 60 0 0.1% 3.38%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 1 60 0 0.11% 3.34%
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm 83% 1 60 0 0.2% 3.06%
Intermediate-Term Bond DFTEX DFA Intermediate-Term Extnd Qlty Instl 34% 1 60 0 0.19% 3.81%
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal 9% 1 60 0 0.04% 3.24%
WORLD BOND DWFIX DFA World ex US Government Fxd Inc Instl 7% 1 60 0 0.19% 4.49%
Short-Term Bond VSCSX Vanguard Short-Term Corp Bd Idx Signal 3% 1 60 0 0.04% 3%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 3% 1 60 0 0.07% 2.03%
Inflation-Protected Bond VTAPX Vanguard Short-Term Inflation-Protected Securities Index 1% 1 60 0 0.04% 3.8%
US EQUITY
LARGE VALUE VEIRX Vanguard Equity-Income Adm 85% 1 60 0 0.28% 1.95%
LARGE GROWTH VIGAX Vanguard Growth Index Adm 84% 1 60 0 0.04% 0.53%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 81% 1 60 0 0.03% 1.34%
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Adm 80% 1 60 0 0.06% 1.49%
LARGE VALUE VVIAX Vanguard Value Index Adm 78% 1 60 0 0.05% 2.35%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 1 60 0 0.14% 1.35%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 74% 1 60 0 0.06% 1.29%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 72% 1 60 0 0.04% 1.5%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Inv 55% 1 60 0 0.26% 0%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 1 60 0 0.07% 2.12%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 26% 1 60 0 0.07% 2.27%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 1 60 0 0.3% 0%
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier 20% 1 60 0 0.27% 5.49%
LARGE BLEND VFTAX Vanguard FTSE Social Index Admiral 0% 1 60 0 0.14% 1.11%
Average Expense Ratio: 0.12%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 7.9% 0.2% 4.1% 4.6% 6.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 7.5% -1.2% 5.2% 5.1% 7.0%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:)
The plan consists of 41 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, Fixed Income, US Equity and Emerging Market Equity.


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